Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSSUP419 Mapping and Delivery Guide
Provide retirement income stream information to superannuation clients
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSSUP419 - Provide retirement income stream information to superannuation clients |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to respond to enquiries about retirement income products offered by the organisation or other funds providing the income streams.The unit applies to those who use specialised knowledge and effective customer service skills to respond to enquiries and assist clients with complex income stream needs and requirements.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant state and territory regulatory authorities to confirm those requirements. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry. This includes access to: organisational equipment, technology, software and consumables financial services product information organisational policies and procedures, including for handling confidential client information. Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Establish client relationship and record client details |
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Element: Provide client with general information about income stream options |
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Element: Explain retirement income stream products and options to client |
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Element: Assist with client product enquiries |
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